• New web options on pay types that will allow users to be able to toggle between CC and account or pre-auth and account. This is a new web feature allowing more flexibility for dealers/web enabled contacts.
  • Payments will now include extra fields with information about the payment when paid by credit card. Import from Evo will include these CC payment details when included in the imported order XML from Evolution.   2. External orders will now popup the payments window and allow extra notes to be added about the payment. These can be updated / removed and re-entered for external payments (as now but not putting the notes in the sales order notes field - but in the payment information grid).
  • Without removing existing pop-up in requirement lines a new feature has been added to 'display' lines at the bottom of the screen. This will allow single lines when selected and still in required status - to be updated from a supplier grid (showing available suppliers costs, stock, lead time, preferred, account etc.). Show stock in all depots - if single depot this is not required so stock in depots can be switched on via a system key for 'show stock in requirements'. Additionally purchase cost, required date, receipt to and delivery code can be updated. The preferred supplier can also be updated or added by selecting the vendor in the grid, ticking the preferred box and saving.
  • Despatch notes automation: an administration option to schedule creation of despatch notes has been added. This will allow the same options as in the despatch notes available lines to be selected - with the additional feature to 'schedule' when this will run. The Print scheduler has also been updated to move print jobs to S (not N) when the despatch notes are created. At the end of the process when all despatch notes have been created - the print schedule job will run and print all the notes of printed status S in van route order (if available).
  • LogicBlock import of sales orders - now will not allow duplicates to be created - based on the Logicblock unique sales order reference that updates the Prima sales order (internal reference).
  • Custom buying lists can now be created in administration e.g. 'September Schools'. These can then be selected and the default requirement date (set in admin) will be applied to the sales order.  In requirements this buying list will only be visible - when selected and nothing will be allocated to this list (unless the required date is within the system key number of days for allocation) until the user selects and allocates/buys from this new buying list. The buying list in requirements can be saved to the lookup defaults.
  • Purchase Orders: new status - 'No Acknowledgement' Most EDI options set to 60 minutes before moving to this status. But for PrimaXML, the option is set to 600 minutes. The acknowledgement will still be picked up 'after' that period but only if the PO is not 'Progressed' (stuff has come in) or archived (must be ordered again).
  • EDI Feature for Meters: new feature added to EDI to schedule job to check daily for 'imported' meter readings and if withing 'good reading days' on that counter to use reading, start - move to 'in progress' then complete/create invoice/invoice line.
  • Tracking Emails: reduce send frequency to hourly (previously sent on every edi cycle and was inefficient on CPU).
  • If bad email address, it will create the email with blank address and put error message in subject.
  • Sales Credits with no lines - will now move directly to posted when using cloud financials - previously gave error as trying to post null values to financial system.
  • Customer Business Review - moved to sales from management - as sales persons need to be able to use this report.
  • Purchase order lines notes are now 1000 characters long. Previously got warning when typing into this field when 500 was reached - preventing the full size being used.
  • Print Scheduler now has option to move scheduled delivery jobs to a new status of S. When the system key is set / using print scheduling and create despatch note on authorisation for allocated items, these notes will also be printed and set to S - so they get printed again when the automated despatch note creation has been completed (along with the notes just created).
  • Stock Check: added supplier cost price to the stock quantity field. This is available for suppliers that don't provide live feed of stock prices in which case it will use the stored value for that supplier.
  • QuickBooks: balances are now fetched on every EDC cycle - when new balances for a customer/supplier are available. 
  • Despatch notes multi-label report - now has option to add SO number, SO reference and telephone number.
  • FSM Meter clicks: US language and date formats updated when the US system key is set.
  • Sales Invoice Report: own serial number (as well as manufacturer serial number) has been added as an available field.
  • Company Form: when clicking on customer tab the 'link to financials' no longer happens until clicking on refresh. Details button will also refresh the aged balances.
  • Sales Invoice Lookup: externally paid filter fixed now works on all choices and multi-selections
  • Catalogue imports: when cost price has not changes the import no longer shows as 'terms applied' but now makes no changes.
  • Sales Orders: address box popup - now has language applied e.g. state, zip code etc.
  • Purchase Orders: when a purchase order is drop ship and it has been completed, the user can no longer delete the line (the supplier/vendor already has the order and it is being shipped to the customer directly. Previously a delete would create a despatch note to the OWN company. A return is now required - with message provides to user.
  • Creating Sales Invoices from FSM jobs now creates the despatch address (as per the FSM log) - this stopped the tax being calculated in the US.
  • Product main grid manager; update to filter to user mailer selection when set.
  • Authorize.net: credit card system in US - updated to use the payment system status and full address.
  • PAYA credit card system in the US. Now sends address information and save on first open the type e.g. immediate, preauth.
  • Sales invoice despatch sub-report: added signed date and time and POD notes fields
  • Reports: Added kitting information (i.e. parts) for eligible items to SO confirmation report.
  • when drop ship the despatch note is created. When the receipt is completed - the despatch note is also complete for drop ship. It is now also set to printed (customers do not print these notes unless requested).
  • Maintenance: purchase credits - could not be moved to posted when in completed status (gave message must be in completed status).
  • Cash Sales: creating a new address fails if the first line and post code/zip code is the same. This now auto selects the duplicate address and does not create a new address.
  • Reports: commission report updated to show bands, margins and nominal values (likes sales invoices) these are now included in the commission calculation and can be set to 'repaid' in the sales credit lookup
  • Meter Readings: US invoice creation now creates the meter location as the delivery address so correct tax can be calculated (if required - most exempt).
  • Prima XML: Prima XML import for sales quotes and sales orders has been updated to fix issue on creating addresses/locations. Also in quotes the buyers notes - reference has been added (import was missing).
  • Cloud Services Admin for Financials: this has been updated to allow multiple financials to be added via the administration.
  • Till/ePOS: magnetic strip card readers have been enabled for PAYA payment systems. This will now read in the card details from swiping on a compatible magnetic strip card reader.
  • Educators Resources: EDI is now avialable for electronic PO's and Acknowledgements.
  • Sales Orders: When creating a Sales Order from an external order, PACT cost prices are now always used if available.
  • OWN Company. when trying to create a location from the company - user will get a prompt 'Are you sure you want to create a new depot' - new address creation not allowed from POP up on sales orders.
  • Collections Notes: Added contact name to collection notes, this will be same contact as exists on the sales order for which the item is being returned (customer returns).
  • Pact Headers: pact codes now 'must' be unique and will always get removed from the table on deletion of the pact header
  • System Tax Rates: a 'Priority' status per rate has been added to allow users to select which tax code is used when processing Purchase EDI invoices/credits.

 

  • Sales Invoices: available lines and invoice automation has been updated to add 3 filters with default on 'not included'. 1 contracts. 2 Cash sales not marked as externally paid. 3 pre-auth lines not available for payment (used to be all in one exclusion filter). New Maximum date (defaulted to today) for weekly/monthly invoice date. Note monthly date will always move forward to the last working day of the month. For automation this should be set late in the day and despatch notes should be completed before that time on last day.
  • Location override on locations (sales invoices to branch) with location contact (which will override the financial contact for printing and emailing. Normally left blank but when these two fields are populated in locations - then the invoices will be printed and/or emailed to the location contact. The invoice will always be posted to the 'Invoice Company' in the financial system used.
  • Manifest report: the number of boxes has been added to the manifest report. Was previously only availble on the despatch note header and report.
  • Location grid manager: new feature to add supplier/delivery type/delivery code to all selected companies in grid manager - currently can only add this one at a time - dealers can filter on a route and then set all to the required override.
  • Receipt Note Report. previously a new custom report could be created but users could not save and use as default.
  • When sales orders are authorised with 'create D. Notes' as default - the sales order default delivery type (consolidated or single despatch) was not being used. This is now used stopping despatch notes containing multiple lines from different sales orders.
  • Sales Invoices Available Items: the bottom option 'All available Lines ...' when selected now gives prompt to set filters the default will make sure that all lines that are on authorized sales orders are visible (this is not required in automation).
  • Purchase Orders: removing the lines in extension from drop ship/direct PO's after they've been completed / acknowledged, will allow the deletion and completely remove the line in one deletion - with a journal entry to track the user who did it. The sales line will be returned to requirements allowing the sale order line to be deleted.
  • Requirements: on closing the requirements pop up, an enhancement has been added to not screen refresh before reloading the grid. The items returned in the grid will still show any changes e.g. supplier update or price update.
  • New contact payment types: we've created new contact payment type of: 'Credit Card or Account' AND Pre-Auth or Account' available for web users. These are selectable payment types at company or contact level in the back office. Once set web users should get the same options and will be able to move between CC and account OR pre-auth or account on the webstore.
  • Fixed an issue on the Sales Invoices and Credits with Tax report that was preventing invoices from being pulled onto the report when the DeliveryCompId and DeliveryLocCode columns are not populated. Also added currency symbols based on the trading currency of the invoice/credit company. New column 'Trading Currency' is also now available so that separate reports in each currency can be created if required.
  • Housekeeping job that sets customers to prospects after X months is now based on sales order instead of posted invoices preventing some customers being moved to prospects unexpectedly.
  • Credit Cards: Paya - declined and other errors caused a Prima error on popup. This has been fixed so just the returned error e.g. declined is shown.
  • Commission Reports: manual invoices will now show the correct margin band - defaulted to M previously. negative delivery margins now show correct commission (not 0.00).
  • Validation check on email address: Removed the domain check (which often times out) so that even if the domain is incorrect that is okay as it will get sent out and returned to draft with FAILED TO SEND in subject rather than not attempting to send out at all (with domain missing message).
  • Journals Notes field increased from 4000 to varcharmax

Bug Fixes - 

  • Bug Fix: depot filter in sales credits grid no longer can cause display of duplicate lines in the lookup grid.
  • Bug Fix: auto despatch note creation now uses the default system key to create at in-transit or outstanding (as the available items manual process does).
  • Bug Fix: shortages - - notes field extended to allow long descriptions to be truncated at 1000 characters - without breaking the shortage process.
  • Bug Fix: mailer import permissions fixed as previously imports were sometimes blocked when the user had permission.
  • Bug Fix: sales analysis report - fix to prevent error message.
  • Bug fix: when a sales line is on multiple invoices and the line is despatched once. When returning the item will appear multiple times in available lines. Will now return correct amount and consolidate if all selected in return note.
  • Bug Fix: Contract revision - failed to load if margin greater to too many decimal places. Increased to facilitate any calculation.
  • BUG FIX: CRS Returns - returns linked to CRS were not working. This has been fixed so they are linked in similar way to the sales order.
  • Bug Fix: creation of despatch notes on sales order authorisation now follows same rules as creating despatch notes from available lines (or automation).
  • Bug Fix: display issue on creating 'alternative delivery codes' on location has been fixed.
  • Bug Fix: credit card saving in back office is now always saved in the same table as the other payment details used by web and back office. Multiple cards can be saved and deleted as required.
  • Bug Fix: Auto CRM send. applied to remove errors in the control.
  • Bug Fix: product - sales information tab. No longer get divide by zero errors.
  • Bug Fix: fixed no acknowledgement status in PO's it was timing out correctly i.e. allowing 60/600 minutes depending on supplier to wait for the acknowledgement before moving to 'no acknowledgement'.
  • Bug Fix: Sales Orders and Quotes: when multiple contacts at a single location the contact was not updating when changed on the company header.
  • Bug Fix: locations/addresses available for selection on the web checkout will no longer include archived or single use addresses.
  • Bug Fix: Sales Orders - when adding a catalogue line to an authorise Sales Order - the item now creates a products and is visible in requirements.
  • Bug Fix: Deleting PO extension now works when linked to a RN and the RN is not locked by user.
  • Bug Fix: Purchase Orders Lines lookup was ignoring the status filter.
  • Bug Fix: Sales Orders and Quote - the new layout for supplier information in summary has now been reverted as all the data could not be seen without clicking the drop down when formatted.
  • Bug Fix: Quickbooks administration has been fixed for single and multi-company to work via the admin - so dealers can now do this themselves. Note: multicompany dealers need to do this on separate browser for each company as the information will get cached.
  • Bugfix: Product / Sales and Purchases / Purchase Information tab shows a figure that is too high for Total for Historical Purchases when in larger pack batches with split batches. Now returns correct figures.
  • Bugfix: supplier grid manager - improved efficiency of remove records for this supplier which could take 20+ minutes.